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Principal Securities’s Hershey HSY Stock Holding History

Principal Securities’s Portfolio HSY Stock Details HSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.08M Sell
11,882
-593
-5% -$112K 0.03% 530
2026
Q1 		$2.59M Sell
12,475
-6,405
-34% -$1.35M 0.04% 409
2025
Q4 		$3.44M Buy
18,880
+1,586
+9% +$290K 0.05% 321
2025
Q3 		$3.23M Buy
17,294
+9,066
+110% +$1.65M 0.05% 319
2025
Q2 		$1.37M Buy
8,228
+2,221
+37% +$366K 0.03% 519
2025
Q1 		$1.02M Hold
6,007
– – 0.02% 549
2024
Q4 		$1.02M Buy
6,007
+520
+9% +$93.3K 0.02% 548
2024
Q3 		$1.05M Buy
5,487
+807
+17% +$157K 0.03% 513
2024
Q2 		$860K Buy
4,680
+1,907
+69% +$369K 0.02% 516
2024
Q1 		$539K Buy
2,773
+679
+32% +$131K 0.02% 631
2023
Q4 		$390K Buy
+2,094
New +$397K 0.01% 702

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Securities's HSY Position: Q2 2026 in Review

Principal Securities reduced its Hershey (HSY) stake by 4.8% in Q2 2026, selling an estimated $112K and leaving 11,882 shares worth $2.08M. The position accounts for 0.03% of the portfolio, ranked #530.

Principal Securities first reported a position in HSY in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.44M in Q4 2025. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Principal Securities held 11,882 shares of Hershey worth $2.08M as of Q2 2026.
  • Principal Securities sold 593 Hershey shares in Q2 2026, an estimated $112K.
  • Hershey made up 0.03% of Principal Securities's portfolio in Q2 2026, its #530 holding.
  • Principal Securities first reported a position in Hershey in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Hershey position peaked at $3.44M in Q4 2025.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.